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Method CRM

The Method CRM integration connects your Method account to Oneleet through the Method API. It syncs your account’s users, with their roles and whether they’re active, as user accounts.

Connect Method CRM

Section titled “Connect Method CRM”

  1. Sign in to Method as an administrator, click your initials in the upper-right, and click Integrations.

  2. Under API, click Settings.

  3. Next to API keys, click New. Give the key a name such as Oneleet and click Generate API key.

  4. Click Copy API key. The key is shown only once.

  5. In Oneleet, on the Integrations page, click Add integration, then click the Method CRM card.

  6. Paste the key into API Key, then click Connect.